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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,123 | $96,558-68.8% | $80,977-62.8% | $273,972-89.0% |
| Participation rate | 87.5% | 79.1%+8.4pp | 75.8%+11.7pp | 83.0%+4.5pp |
| Annual return | 10.89% | 15.14%-4.3pp | 17.11%-6.2pp | 41.46%-30.6pp |
| Employer contribution / active EE | $1,473 | $4,869-69.8% | $3,715-60.4% | $4,869-69.8% |
| Participant deferral / active EE | $1,900 | $6,598-71.2% | $5,696-66.6% | $5,287-64.1% |
| Admin fee / account holder | $313 | $7,493-95.8% | $5,517-94.3% | $10,133-96.9% |